Latest Institutional Transactions on Unitedhealth Group Inc (UNH)
This table provides information on the latest institutional transactions involving Unitedhealth Group Inc (UNH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-5- 1.07% |
$2.31K - $2.74K
|
463
$142K
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-13.4K- 78.84% |
$6.18M - $7.34M
|
3.59K
$1.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
22New |
$10.2K - $12.1K
|
22
$6.72K
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
114+ 6.9% |
$52.6K - $62.5K
|
1.77K
$539K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-726- 10.09% |
$335K - $398K
|
6.47K
$1.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
4.43KNew |
$2.05M - $2.43M
|
4.43K
$1.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-121- 4.72% |
$55.8K - $66.3K
|
2.44K
$746K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
83+ 10.26% |
$38.3K - $45.5K
|
892
$273K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.39K+ 33.5% |
$1.57M - $1.86M
|
13.5K
$4.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1- 0.13% |
$462 - $548
|
757
$231K
|
|
|
Apr 21, 2025
Q1 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
35+ 2.41% |
$16.2K - $19.2K
|
1.49K
$454K
|
|
|
Apr 21, 2025
Q1 2025
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
393New |
$181K - $215K
|
393
$120K
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-305- 30.59% |
$141K - $167K
|
692
$211K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-236- 38.56% |
$109K - $129K
|
376
$115K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
3.02K+ 2.34% |
$1.4M - $1.66M
|
132K
$40.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.64K- 16.18% |
$759K - $901K
|
8.52K
$2.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-281- 6.25% |
$130K - $154K
|
4.22K
$1.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1.18K+ 52.96% |
$544K - $646K
|
3.41K
$1.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-75- 13.46% |
$34.6K - $41.1K
|
482
$147K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-110- 1.56% |
$50.8K - $60.3K
|
6.96K
$2.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
80+ 9.69% |
$36.9K - $43.9K
|
906
$277K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
32+ 7.92% |
$14.8K - $17.5K
|
436
$133K
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-14- 0.33% |
$6.46K - $7.67K
|
4.26K
$1.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3- 0.1% |
$1.38K - $1.64K
|
3.02K
$924K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-29.5K- 11.55% |
$13.6M - $16.2M
|
226K
$69.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
201+ 3.42% |
$92.8K - $110K
|
6.08K
$1.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.71K+ 97.44% |
$789K - $937K
|
3.47K
$1.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-574- 37.84% |
$265K - $315K
|
943
$288K
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-1.5K- 0.51% |
$693K - $823K
|
295K
$90M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.4K- 6.16% |
$2.96M - $3.51M
|
97.6K
$29.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
201+ 7.39% |
$92.8K - $110K
|
2.92K
$893K
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-2.28K- 56.49% |
$1.05M - $1.25M
|
1.76K
$536K
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
605New |
$279K - $332K
|
605
$185K
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-61- 10.66% |
$28.2K - $33.4K
|
511
$156K
|
|
|
Apr 21, 2025
Q1 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
569+ 34.32% |
$263K - $312K
|
2.23K
$681K
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
12+ 2.54% |
$5.54K - $6.58K
|
485
$148K
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-5K- 19.95% |
$2.31M - $2.74M
|
20K
$6.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-106- 0.77% |
$48.9K - $58.1K
|
13.6K
$4.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
399New |
$184K - $219K
|
399
$122K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-326- 5.88% |
$150K - $179K
|
5.22K
$1.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.71K- 17.28% |
$787K - $935K
|
8.16K
$2.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Kempner Capital Management Inc.
|
BUY
|
- |
4.39KNew |
$2.03M - $2.41M
|
4.39K
$1.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
111+ 2.49% |
$51.2K - $60.8K
|
4.57K
$1.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-70- 2.43% |
$32.3K - $38.4K
|
2.81K
$858K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-233- 11.06% |
$108K - $128K
|
1.87K
$572K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
241+ 45.47% |
$111K - $132K
|
771
$236K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-435- 32.03% |
$201K - $238K
|
923
$282K
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
29+ 3.99% |
$13.4K - $15.9K
|
756
$231K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-63- 2.88% |
$29.1K - $34.5K
|
2.12K
$649K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
9.4K+ 2136.36% |
$4.34M - $5.15M
|
9.84K
$3.01M
|